Belt & Road Weekly Investor Intelligence #98
Tuesday, September 13, 2022 Compiled by Chris Devonshire-Ellis There’s lots going on around Eurasia as we host summaries of the outcomes of the 7th Belt and Road Summit, as well as Russian President Putin’s comments at the Far East Economic Forum. Egypt is fast becoming a major player, and may be elevated at Wednesday’s Shanghai Cooperation […]
Belt & Road Weekly Investor Intelligence #96
Compiled By Chris Devonshire-Ellis The West’s sanctions on Russia continue to impact supply chains, with East Asia replacing most of the previous EU-sourced imports. Elsewhere, movements to de-dollarize are increasing, while significant trade corridors and repositioning of bilateral trade volumes are taking place. We track the winners and losers in the latest week of the […]
Belt & Road Weekly Investor Intelligence #61
Highlights from the week include China’s outbound investment into ASEAN, new Negative List for China’s FTZs, taking advantage of RCEP, and Russia-Egypt ties.
Belt & Road Weekly Investor Intelligence #60
This week we examine the attractiveness of Hanoi, Russia’s continuing repositioning towards ASEAN markets, and China’s lowering of tariffs.
Belt & Road Weekly Investor Intelligence #59
This week, we look at China’s outbound investment strategy, its influence in Central America, and other developments affecting Russia, Iran, and Vietnam.
Belt And Road Weekly Investor Intelligence #126
Tuesday, March 28, 2023 Compiled by Chris Devonshire-Ellis Last week’s Xi-Putin summit has immediately ushered in substantial global dialogue in reconstructing a ‘new world order’ to which the collective West has not been privy. Enhanced cooperation between the SCO, EAEU, CIS, and a rapidly developing BRICS+ could well be a harbinger of ‘global çhanges’ – […]
Belt And Road Weekly Investor Intelligence #125
Tuesday, March 21, 2023 Compiled by Chris Devonshire-Ellis The leading event this week is the ongoing Russia-China summit being held in Moscow; we identify the key issues that are on the agenda. We look at how China’s economy fared in the first two months of 2023 and examine China’s bilateral trade with Kazakhstan and Ukraine. […]
Belt And Road Weekly Investor Intelligence #124
Tuesday, March 14, 2023 Compiled by Chris Devonshire-Ellis Capital and trade investments continue to be drivers in Central Asia and the Middle East, while the emergence of new potential regional blocs is gaining significant academic traction. The China-Mongolia-Russia axis is discussed, as is a ‘tri-polarity’ involving India as the ‘middle-man’ between East and […]